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<pre>Array ( [var] => cut_url ) </pre> Resume for Adam B. for Salesperson / Representative / Financial Services in Chesterfield, Missouri. Search More Resumes for Salesperson / Representative on Resumark.com #IDUE39NYL
 

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Resume for Adam B. for Salesperson / Representative / Financial Services in Chesterfield, Missouri




Occupation: Salesperson / Representative Industry: Financial Services
Country: United States City: Chesterfield
State: Missouri ZIP: 63017



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ADAM B.
CLICK ON THIS LINK FOR MY LINKEDIN PROFILE
SOFTWARE SALES years. FINANCIAL SERVICES + RAISING CAPITAL years. Head of Institutional Sales.
National Sales Director. NationWide Team Builder.Ê VERY STRONG DEVELOPMENT EXECUTIVE. Available
immediately. ÊVery high achiever. ÊLooking to help any firm in any industry with growth…
• WILL RELOCATE ANY WHERE IN THE WORLD. YEARS of SENIOR LEADERSHIP. VERY STRONG
TEAMLEADER & DEVELOPMENT EXECUTIVE. GREW FIRM REVENUE to $ MILLION as TOP
PRODUCER. UNIQUE, DIVERSE BACKGROUND…
YEARS of SENIOR LEADERSHIP in consultative + advisory + RAISING CAPITAL + SALES & MARKETING +
DEVELOPMENT roles in highlydynamic, FINANCIAL SERVICES + in a multifunctional / multidisciplinary
organizations with complex products and services. RAISED HUNDREDS of MILLIONS in CAPITAL over nearly
year career. My largest account/deal was $ million, and that was only , of "institutional" accounts
PLUS … hundreds of "other" accounts.
I also SOLD complex financial SOFTWARE BB, algorithmic trading platforms, and marketdata for
years. Resulting in $ MILLION IN PERSONAL SOFTWARE SALES.
Through teambuilding / teamleading GREW FIRM REVENUE to $ MILLION in ANNUAL REVENUE. As SVP &
NATIONAL SALES DIRECTOR of INSTITUTIONAL SALES, GREW FIRM T EMPLOYEES, AND A NATION
WIDE SALES FORCE OF +.
I raised capital AND sold financial software, plus algorithmic trading platforms, and marketdata at Bridge Trading
subsidiary of Thompson Reuters.ÊÊMy entire career has been: sales, marketing and development with CLevel
Executives. ÊÊAGGRESSIVE HUNTER
• YEARS, VERY STRONG DEVELOPMENT EXECUTIVE Êgrew financial firm
revenue to $ million annually
• YEARS, MARKETING & SALES + RAISING CAPITAL ’s OF MILLIONS IN
CAPITAL OVER CAREER
ÊÊÊÊÊÊÊÊÊÊÊÊÊÊÊ YEARS, HEDGE
FUNDS + COMMODITIES + FOREX + FUTURES + ALTERNATIVES
• YEARS, ÊINSTITUTIONAL SALES Ê& Ê"NATIONAL" SALES DIRECTOR
• YRS, SELLING COMPLEX TECHNOLOGY
ÊÊÊÊÊÊ
For almost years: Negotiated the Largest, MultiMillion Dollar Accounts all C – LEVEL
EXECUTIVES as
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Head of Institutional Marketing
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Head of Institutional Sales
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ National Sales Director
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Team Building Nationwide
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ SOFTWARE SALESÊ YEARS
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ RAISING CAPITALÊÊÊ years
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Alternative Investments Marketing, RAISING CAPITAL
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ CTA & Managed Futures Marketing, RAISING CAPITAL
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Hedge Fund Sales, Marketing & RAISING CAPITAL
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Understand complex fund strategies & models
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ MultiChannel Distribution
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ OPENED Distribution Channels with RIA’s, Broker Dealers, etc
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Excellent Relationship Skills
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Operational Due Diligence
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Head of Product Development
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Head of Investor Relations
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Public Speaking
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Corporate Leadership
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Vision, Strategy & Execution
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Development & Leadership
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Performance Improvement
•ÊÊÊÊÊÊÊÊÊÊÊÊÊ Develop and Deliver highly tailored content for presentations
• TOP PRODUCER for years resulting in a "PERSONAL" PRODUCTION over $ MILLION in REVENUE.
I have a very strong sales track record.Ê Here are some highlights of my roles at Bridge Trading
and Summit Capital Advisors:Ê
Attached is my Client List from Bridge Trading, this is only a "partial list" of clients over my career and does
NOT include relationships with many hedge funds, quant funds, fund of funds, managed futures CTA’s, FCM’s,
RIA’s, broker dealers, High Net Worth Investors, Trusts, Foundations, Endowments, Fund of Funds, etc. I have
developed over years… and shows you the clients I am able to penetrate, and develop trusting relationships
with … and earn business … over time……….
• Grew Institutional Trading firm from $ Million to $ Million as Top Producer for
years;
o As SVP of Institutional Sales and National Sales Director for years, sold a range of financial
products & services to national client base Forbes, growing to very large personal
institutional clients;
o Raised capital AND sold financial software, plus algorithmic trading platforms, and market
data subsidiary of Thompson Reuters.Ê
o Created Nationwide Marketing Campaigns;
o Created CapitalRaising Events, Dinners, Seminars for Brokers, RIA’s, very high net
worth;
o Broughtin the ÊLARGEST ACCOUNT in FIRM HISTORY of $. million in “annual” revenue
$ million;
o Personal production of $ million in revenue very strong "development;"
o Developed, Mentored and Led Sales Team of +, in Key Strategic Areas – Nationwide;
o Equity Trader for Years
o Especially strong with High Net Worth Investors, Institutional Consultants, Asset
Managers, Hedge Funds, FoF, CTAs; Wealth Management Firms, RIA’s, Broker Dealers,
Institutional Investors;
o Top buyside accounts include:ÊÊ Brandes, Janus, Numeric, State Street, Vanguard,
Waddell & Reed, Wellington personal client list attached
o For almost years: Negotiated the Largest, MultiMillion Dollar AccountsÊÊ ÊÊ all C
Level;
• When Instinet bought Bridge, Instinet moved the business to NYC I was offered a senior position
in NY but created Summit Capital Advisors, an Alternative Investment Platform in :
o Product Specialist
o Specialized in Hedge Funds, Fund of Funds and Managed Futures CTA’s;
o Worked closely with CTA’s, Hedge Funds, Fund of Funds, FCM’s, Commodity Funds,
RIA’s, Boutique Broker DealersÊ Ê Responsible for all Due Diligence and Risk Analysis
o Created the Alternative Investment Platform with Elite Managers;
o Provided clients & prospects rd party Futures research;
o Hosted many Events with Portfolio Managers;
o Also opened distribution channels through Broker Dealers and Registered Investment
Advisors with selling agreements, which create additional opportunities;
• Very strong marketing and business development skills, coupled with the ability to close
quickly.
Securities Licenses: Series , , , , , ,
CEO Alternative Investments, Hedge Funds, Fund of Funds and
Managed Futures CTA’s
SUMMIT CAPITAL ADVISORS St. Louis, MO
I created Summit Capital Advisors, an alternative investment company specialized in hedge funds, fund of funds, and
managed futures CTA’s which provided investor’s global diversification with asset allocation, having superior risk
adjusted returns over the long run and generating the highest quality of riskadjusted absolute returns possible while
reducing overall portfolio volatility and risk.
Design considerations included: capital preservation, risk tolerance, return objectives, leverage, liquidity, transparency,
taxation and control. Evaluating products for proficiency, judgment, discipline and position managemen

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